Zedcrest Capital is a privately-funded investment firm with interests in Fixed Income Securities Trading and Proprietary Investments across varied sectors of the productive economy. In every venture we are invested in, we are steadfastly committed to putting our clients’ interests first. This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make. This core principle is the foundation of our business as we work to provide value to all our stakeholders.
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The Sales Advisor will support Zedcrest Securities in generating income in line with the company’s set target as well as business development strategies to expand clientele and drive market share.
RESPONSIBILITIES
Grow client base and ensure minimum target is exceeded.
Development of tailored financial plans by gathering client data, conducting initial assessments, and preparing reports
Being responsive to client inquiries about what the financial markets updates are to make financial plans, strategies and to proffer financial advice.
Advising on financial strategies for Affluent, High Net-worth Individuals and Institutions clients by providing customised recommendations to help them meet their investment goals and other areas to help them reach financial objectives.
Proffering investment products to help client meet their investment goals.
Support the implementation and monitoring of investment portfolios. Prepare portfolio summaries, update financial performance records, and assist with investment rebalancing as needed.
Conduct research on market trends, investment products, and financial strategies to inform client recommendations and portfolio decisions.
Generate market intelligence for the consistent improvement of new/existing products.
Become conversant with Zedcrest Securities’ products and services to assist with cross-selling opportunities, ensuring alignment with client goals.
Ensure all interactions and transactions comply with internal policies and regulatory standards. Accurately maintain client records, documentation, and follow data security protocols.
Any other assignment as may be assigned by your supervisor.
REQUIREMENTS
Minimum of a bachelor's degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
2-10 years of relevant experience in sales, business development, or relationship management, within the financial services, wealth management, or asset management sectors.
Pursuit of relevant certifications, such as CIS or other financial advisory courses, is a plus.
Good presentation skills
Proficiency in Microsoft Office Suite, with an aptitude for learning financial analysis tools and CRM platforms
Able to understand and meet client needs with professionalism and courtesy.
Strong research and analytical skills, with the ability to interpret financial data and identify key insights.
Collaborative approach, with the ability to work effectively with colleagues and contribute to a positive team environment.
Meticulous in managing data, documentation, and financial records to ensure accuracy and compliance.
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